BM1700 Bill of Material Production Order Entry

TheProduction Order Entryapplication allows the entry of production orders. These orders may be later modified, deleted, or printed on the Production Order Edit List. Once the orders are verified as correct, they may be printed on theProduction Schedule Report.

Entry of orders in this application automatically adjusts the quantity allocated levels of component items and the quantity on order levels of parent items.

Order Status

A production order is assigned one of several statuses based on what stage of the production process it has reached. An order that has only been entered has a status of "New". After a work order has been printed in thePrint Production Work Ordersapplication, its status displays as "Printed". Only orders that have not been printed may have changes made to them. If progress on the order is recorded through theProduction Transaction Processingapplication, its status is changed to "Partially Reported". Once a transaction is posted with a complete status indicated, it is considered "Complete".

Work orders that have not been printed or had production reported may be changed or deleted in this application. Once they have begun the production process they must be handled through theProduction Transaction Processingapplication. See that section and thePackage Overview document for information on changing and deleting orders.

Frequently, the quantity of an item eventually manufactured does not match the original quantity entered on the order. For information on handling over-production and under-production, see theProduction Transaction ProcessingandPackage Overviewsections of this manual. For information on handling cancelled orders, overshipments, and returns from customers, see thePackage Overviewsection of this manual.

The BOMP (Bill of Material and Production) module has been greatly improved by the introduction of Material Work Order. There are now two different types of work orders supported in Elliott V7.4, “Material Work Order” and “Legacy Work Order.”

“Legacy Work Order” refers to the original BOMP work order. It provides an easy way of entering production work orders and back flushes the materials at time of production reporting or printing of the work order (with WIP option). The main weakness of the Legacy Work Order is it does not have the ability to capture the bill of materials per work order. If you change the bill of material structure and have outstanding Work Orders in the process of production, based on the previous bill of material structure, you will have an integrity issue.

In addition to the “capture of bill of material” issue, when the work order is completed and the material is back flushed, there is no way to report any variance. Variance can happen when there is a defective component or simply production waste. Variance can also happen if there is a substitution of components. In the past, this type of variance was typically handled by a manual adjustment through I/M Inventory Transaction Processing.

Material Work Order is designed to address the shortcomings of the Legacy Work Order. Not only will it capture the bill of materials when the Material Work Order is created, it also allows the user to change the copied bill of material if necessary. Upon production completion, the user has the flexibility to report variance of quantity, as well as substitute different components. Since this new type of work order offers total flexibility with component materials, we call it “Material” Work Order.

Material Work Order is a super set of Legacy Work Order. Therefore, the default choice now is to create a Material Work Order. We are still supporting the Legacy Work Order for backward compatibility. Most of the menu choices in BOMP Processing now have two choices, “Material Work Order” and “Legacy Work Order.” At this moment we do not support the WIP option with Material Work Order. Therefore if you need to use WIP, you will need to continue using the Legacy Work Order.

SelectProduction Order Entryfrom the pull downBOMP Processingwindow and thenProcessandLegacy Work Order. The following screen will then be displayed:

Production Order Entry Processing Entry Screen

The following options are available:

Select the desired mode from theProduction Order Entrymenu bar.

Enter the data requested on the screen.

To return to the menu bar, press theESCorF10key. To leave this application, pressXforEXITwhen positioned at the menu bar.

Entry Field Descriptions

Name

Type and Description

1. Order No

6 numeric digits.

Enter the production order number, which will be used to track the order through the production process.

In add mode, press theF1key to display the next sequential production order number. In change mode, once this field is displayed it may not be changed.

Order Status

Automatically displayed.

The current status of the production order is automatically displayed. The status will be displayed as new, work order printed, partially reported, or complete.

2. Item No

15 alphanumeric characters.

Enter the number of the item to be produced. This item must be in the Inventory Item File and may not be designated as a kit item. If the entered item is a Feature Item, a window will be displayed after the quantity field to allow selection of Feature options.

Add mode offers the following function key options:

F1 - Searches for Feature Items

F4 - Searches for Firm Planned OrdersiftheMRPpackage is installed.

F4 - If theMRPpackage is not installed, but theCOPpackage is installed, this key searches for customer orders that have manufactured parent items.

F7 - Searches for items by number.

F8 - Searches for items by description.

In change mode, this key field is automatically displayed and may not be changed.

3. Location

2 alphanumeric characters.

Enter the location where the item will be produced. This location must be in theI/MLocation File. In add mode, press theF7key to search for Location Codes. In change mode, this field is automatically displayed and may not be changed.

In add mode, the location will default to the one entered for the previous production order.

4. Quantity

A standard quantity format with an optional minus sign.

Enter the quantity of the item to be produced.

If the item is a feature item, the Feature Selection window will appear after a value is entered in this field.

In add and change modes, press theF1key to calculate the recommended quantity to be ordered. The recommended quantity will be for the location entered above in field #3. To calculate for another location, press the up arrow while the recommended quantity window is displayed.

Default is1.

Qty. Rptd.

A quantity in the standard format.

In change mode, this field will automatically display the quantity already reported as produced inProduction Transaction Processing. New orders should not show any quantity reported.

5. Unit Price

10 numeric digits with 4 decimal places and an optional minus sign.

Enter the unit-selling price for the item. It is the selling price entered in field #16 of the Inventory Item File.

This field may only be changed if the Allow Change To Order Prices flag inBOMP Setupis set toY.

Ext. Price

9 numeric digits with two decimal places and an optional minus sign (9,999,999.99).

This field is calculated by multiplying the quantity to be produced by the selling price.

6. Unit Cost

10 numeric digits with 4 decimal places and an optional minus sign.

Enter the cost for each unit of the item. The default is the unit cost determined in the Inventory Item File.

This field will only be displayed if the Display And Print Item Costs flag inBOMP Setupis set toN.

Ext. Cost

9 numeric digits with two decimal places and an optional minus sign (9,999,999.99).

Calculated by multiplying the quantity to be produced by the unit cost.

7. Due Date

A date in the standard date format.

Enter the date the finished item is due. Entry is required. The start date will be automatically determined based on the lead-time of the item being produced.

8. Job Number

6 alphanumeric characters.

Enter the job number associated with the production order. The job number must be in the Job Code File if the Use Job Numbers? flag is set toYinBOMP Setup.

Entry is not allowed if the Use Job Numbers? flag is set toNinBOMP Setup.

Defaults to no job number.

9. Description

30 alphanumeric characters.

Enter any additional information relative to the production order.

If the order was copied fromCOP, this field will display the Customer Name, Number andCOPOrder Number. If the order was copied fromMRP, theMRPorder number will be displayed.

10. Alloc. Inventory

YorN.

EnterYto allocate inventory immediately orNto allocate when the production work order is printed.

This field defaults toN.

Material Work Order Entry

In addition to the previous 10 fields, the following will appear on the Material Work Order entry screen.

Name

Type and Description

11. Material Issue

1 alphanumeric character;P= Print Work Order orR= Production Reported.

EnterPto print the work order immediately.

This field defaults toR.

Feature Selection For Product Window

Name

Type and Description

Ftr

3 numeric digits.

Select the desired feature code. This number must already exist in theFeature/Option Configuration File Maintenanceapplication. Press theF7key to search for product feature. Press theF2key to remove the feature number from the feature item. Press RETURNto select the default or next feature number.

The feature number, its description and whether the feature number is required or optional is displayed at the bottom of the window.

All required features must be selected to exit this procedure without canceling the order.

Opt

3 numeric digits. Automatically displayed.

A window will display the available options that have been defined for this particular feature code. The option item number, description, unit price, and the availability of this option at this location will be displayed. Use the arrow keys, page up or page down to highlight a desired option. PressRETURNto select the option.

Once the option has been selected, press theF7key to redisplay the options window.

Option Item No

The inventory item number will automatically display.

Item Description

The first 22 characters of the item description will automatically display. If the option item is a miscellaneous item, the description may be changed.

Qty/Per

10 numeric digits with 6 places and an optional minus sign

(-9999.999999).

This field may only be changed if theC(change) field for this option in theFeature/Option Configuration File Maintenanceapplication is set toY.

If this field can be changed, enter the quantity of this option item needed to produce one of the feature items.

Qty/Per (continued)

Defaults to the quantity set in theFeature/Option Configuration File Maintenance application.

Unit Price

The unit price for each option selected will automatically display. A unit price total is displayed at the bottom of the window. If field #6, Allow Change To Order Prices? in BOMP Setupis set toY, the unit price may be changed. If field #6 is set toN, the unit price cannot be changed.

Production Order Edit List

Name

Type and Description

Starting Order No

6 numeric digits.

Enter the starting order number for the range of production orders you wish to print. Defaults toAll.

Ending Order No

6 numeric digits.

Enter the ending order number for the range of production orders you wish to print. Defaults to the starting order number.

Include Order Statuses

1 alphabetic character.

Enter the letter representing the order statuses you wish to include in the edit list.

N = New

P = Printed

I = Partially Reported

C = Complete

Defaults toAll.

Production Order Entry

Feature Selection For Product Number

Production Order Edit List (Select Order Status)

P R O D U C T I O N O R D E R E D I T L I S T

Ranges: All Orders

Order No Loc Item No Description Quantity Unit Price Unit Cost Due Date Job No Status